Financial Services - Customer Tax Operations and Reporting - Tax Senior

Location: New York, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean Overview In the Business Tax Advisory practice, the role focuses on US Tax – Information Reporting & Withholding. The candidate will work on challenging engagements across all financial services sectors. Your Key Responsibilities Interface daily with supervisors, peers, subordinates, and clients on IRW projects. Interpret IRS Code and Regulations, draft guidance, perform data analysis, and develop business requirements. Conduct gap analysis of client policies, procedures, and systems. Prepare documentation including presentations and flow charts. Perform technical analysis, process improvement, and respond to requests for proposals. Skills and Attributes for Success Ability to read and interpret IRS Code, regulations, and instructions. Strong writing skills for policy and procedure writing. Strong communication and stakeholder engagement across business functions. Strong multitasking and project‑management capability. Creative problem‑solving and strong critical thinking. Qualifications Minimum Requirements Bachelor’s degree from an accredited college/university (J.D., LL.M. in Taxation, or Master’s in Taxation preferred). Minimum of 2 years of relevant tax consulting or tax operational experience. Licensed attorney, CPA, or ability to obtain one of these designations. Preferred Active participation in industry groups such as SIFMA, ABA, IIB. Understanding and implementation of tax rules. Interest or experience in tax information reporting and withholding (Chapters 3, 4, 61). What We Offer Comprehensive compensation and benefits package with base salary ranging from $97,300 to $178,300 (varies by location). Medical, dental, pension, 401(k) plans, and paid time off. Hybrid work model: 60% in‑person collaboration for client‑serving roles. Flexible vacation policy and additional paid holidays, winter/summer breaks, personal/family care leave. Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. #J-18808-Ljbffr EY